TISA Technical Bulletins - members please see here
Publications:
Malcolm Small, TISA’s Director of Policy, has written a paper on entrepreneurship which has recently been published by the International Longevity Centre. This paper focuses on perspective of the ageing/longer working lives agenda, considering whether entrepreneurship might be a current, or future, option for some older workers. This is relevant to the pension policy debate, as the abolition of the default retirement age and poorer pensions will result, and is already doing so, in more older people seeking to continue in work. The focus in this paper is on the managerial and professional classes, reflecting the IoD Policy Voice research base, but running a business is also an option for trades people or, indeed, blue collar workers.
The issue of longevity is at the top of any debate on pensions, and longer working lives is fast becoming a reality for everyone. Running a business can be a very viable option for many, and is therefore of great relevance to the wider debate on affordable retirement, making this paper of interest to anyone working in this field. Please see here.
Savings Briefer (January 2012)
Quarterly (November)
Distributor Funds Report
Consultation responses:
FSA Guidance Consultation: Proposed update to the distributor-influenced funds factsheets
CP11/26 RDR Advisor Charging
Inquiry into automatic enrolment
Please see here
TISA Events
Client Record Data Quality, Data Management, Unclaimed Assets and Overpaid ClaimsOpen Meeting - 8 February (London)
Regulatory Change - Comply & Compete
14 February - London
Pension Transfers and small pots seminar
21 February - London (limited places available)
Discussion Forum
8 March - London
UK Retail Distribution
22 March - London
Slides from meetings - here
TISA Training
23 February - Edinburgh
22 March - Liverpool
28 February - London (limited places available)
ISA Qualifying Investments workshop
9 February - London (FULL)
27 March - Edinburgh
22 February - London
29 February - Edinburgh
Introduction to ISA administration
6 March - London
ISA Repairs/Voids workshop
15 March - London (FULL)
TISA Press releases:
'TISA responds to AREF statement on PAIFs'
'TISA sets out distributor funds best practice'
'Don't forget Child Trust Funds'
Please see here
For other TISA press features/articles please see here
ISA TRANSFERS DATABASES (Passwords, usernames and company codes changed 17/11/11 - notification circulated 14/11/11 at 11:10am.)
In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.
From 4 January 2011 an email alert advising of changes made to the databases is available to subscribe to on request. Please email above address if you would like your details/colleagues adding.
Revised Guidelines July 2011 available here
